Outlook Reporting in OBIEE with the Outlook JDBC Driver

The CData JDBC Driver for Outlook is a standard database driver that can integrate real-time access to Outlook data into your Java-based reporting server. This article shows how to deploy the driver to Oracle Business Intelligence Enterprise Edition (OBIEE) and create reports on Outlook data that reflect any changes.

Deploy the JDBC Driver

Follow the steps below to add the JDBC driver to WebLogic's classpath.

For WebLogic 12.2.1, simply place the driver JAR and .lic file into DOMAIN_HOME\lib; for example, ORACLE_HOME\user_projects\domains\MY_DOMAIN\lib. These files will be added to the server classpath at startup.

You can also manually add the driver to the classpath: This is required for earlier versions. Prepend the following to PRE_CLASSPATH in setDomainEnv.cmd (Windows) or setDomainEnv.sh (Unix). This script is located in the bin subfolder of the folder for that domain. For example: ORACLE_HOME\user_projects\domains\MY_DOMAIN\bin.

set PRE_CLASSPATH=your-installation-directory\lib\cdata.jdbc.api.jar;%PRE_CLASSPATH%

Restart all servers; for example, run the stop and start commands in DOMAIN_HOME\bitools\bin.

Create a JDBC Data Source for Outlook

After deploying the JDBC driver, you can create a JDBC data source from BI Publisher.

1. Log into BI Publisher, at the URL http://localhost:9502/analytics, for example, and click Administration -> Manage BI Publisher.
2. Click JDBC Connection -> Add Data Source.
3. Enter the following information:
   • Data Source Name: Enter the name that users will create connections to in their reports.
   • Driver Type: Select Other.
   • Database DriverClass: Enter the driver class, cdata.jdbc.api.APIDriver.
   • Connection String: Enter the JDBC URL.

     Using OAuth Authentication

     Microsoft Graph API uses OAuth 2.0 for authentication. You must register an application in the Microsoft Azure Portal to obtain OAuth credentials (Client ID and Client Secret).

     Obtaining OAuth Credentials

     1. Log in to the Azure Portal.
     2. Navigate to Azure Active Directory > App registrations.
     3. Click New registration to create a new application.
     4. Enter an application name and select the appropriate account types.
     5. Set the Redirect URI to your application's callback URL (e.g., http://localhost:33333 for desktop apps).
     6. Click Register to create the application.
     7. On the application overview page, copy the Application (client) ID - this is your OAuthClientId.
     8. Navigate to Certificates & secrets and create a new client secret.
     9. Copy the client secret value - this is your OAuthClientSecret.
     10. Navigate to API permissions and add the required Microsoft Graph API permissions:
         • Mail.Read - For accessing email messages
         • Contacts.Read - For accessing contacts
         • Calendars.Read - For accessing calendar events
         • Tasks.Read - For accessing To Do tasks
         • offline_access - For obtaining refresh tokens
     11. Click Grant admin consent to grant these permissions.

     Connecting with OAuth

     After setting the following connection properties, you are ready to connect:

     • AuthScheme: Set this to OAuth.
     • InitiateOAuth: Set this to GETANDREFRESH. The CData API Profile for Outlook will automatically walk through the OAuth process in order to obtain the access token.
     • OAuthClientId: Set this to the Application (client) ID from Azure Portal.
     • OAuthClientSecret: Set this to the client secret value from Azure Portal.
     • TenantId: Set this to your Azure AD tenant identifier (GUID or domain name like 'contoso.onmicrosoft.com').
     • CallbackURL: Set this to the Redirect URI you specified in your app registration (e.g., http://localhost:33333 for desktop apps).

     Example connection string

     Profile=C:\profiles\Outlook.apip;AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;TenantId=your_tenant_id;CallbackUrl=http://localhost:33333;
     

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Outlook JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.api.jar
     

     Fill in the connection properties and copy the connection string to the clipboard.

     

     When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

     A typical JDBC URL is below:

     jdbc:api:Profile=C:\profiles\Outlook.apip;AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;TenantId=your_tenant_id;CallbackUrl=http://localhost:33333;

   • Username: Enter the username.
   • Password: Enter the password.
4. In the Security section, select the allowed user roles.

Create Real-Time Outlook Reports

You can now create reports and analyses based on real-time Outlook data. Follow the steps below to use the standard report wizard to create an interactive report that reflects any changes to Outlook data.

1. On the global header, click New -> Data Model.
2. On the Diagram tab, select SQL query in the menu.
3. Enter a name for the query and in the Data Source menu select the Outlook JDBC data source you created.
4. Select standard SQL and enter a query like the following:

   SELECT ,  FROM CalendarGroupCalendars WHERE CalendarGroupId = 'group_id'

   
5. Click View Data to generate the sample data to be used as you build your report.
6. Select the number of rows to include in the sample data, click View, and then click Save As Sample Data.
7. Click Create Report -> Use Data Model.
8. Select Guide Me and on the Select Layout page select the report objects you want to include. In this example we select Chart and Table.
9. Drop a numeric column like onto the Drop Value Here box on the y-axis. Drop a dimension column like onto the Drop Label Here box on the x-axis.
10. Click Refresh to pick up any changes to the Outlook data.